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    1 job found for investment management

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        • cardiff, wales
        • permanent
        • dependent on experience
        • full-time
        My Client in Cardiff City Centre is looking for a paraplanner to join their team. You will be working with a small team of advisers and 2 other paraplanners. The business focuses on wealth management with a predominant focus on pensions, investments and tax planning. The role does have flexibility to work from home and given the Covid19 situation, current office time is 2 days per week. Duties of the Paraplanner role: Supporting the advisers in managing the ongoing work and relationships with new and existing clients on a day to day basis Valuations, client reviews, client reviews letters, advice reports (including DC pension transfer)Adviser support including diary & email management Supporting the other members of the team should it be required on daily tasks Client communication and liaison Managing and updating fact-finds as part of the front end paraplanningSubmitting and chasing letters of authorities (if required) - checking missing informationCreating quotes and illustrations and regular use of provider online portalsClient Portfolio AnalysisManaging and submitting applications Knowledge of the below systems and providers is preferred but not essential. Those in bold is a big help. - Xplan, Select A Pension, FE Analytics, previous work or knowledge of Quilter Financial Planning process, Outlook, Word, Old Mutual Wealth Online, Standard Life, Aviva, Royal London, AXA, Fidelity, Aegon & LV Benefits of the role:Salary negotiable depending on experience (37 hours per week) - this is flexible for the right candidate25 paid holidays per year plus bank holidays 5% employer pension contribution Yearly discretionary bonusFlexibility of working hours Central Cardiff on site free parking If you would like to be considered for this role, please submit an up to date copy of your CV for considerationRandstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.
        My Client in Cardiff City Centre is looking for a paraplanner to join their team. You will be working with a small team of advisers and 2 other paraplanners. The business focuses on wealth management with a predominant focus on pensions, investments and tax planning. The role does have flexibility to work from home and given the Covid19 situation, current office time is 2 days per week. Duties of the Paraplanner role: Supporting the advisers in managing the ongoing work and relationships with new and existing clients on a day to day basis Valuations, client reviews, client reviews letters, advice reports (including DC pension transfer)Adviser support including diary & email management Supporting the other members of the team should it be required on daily tasks Client communication and liaison Managing and updating fact-finds as part of the front end paraplanningSubmitting and chasing letters of authorities (if required) - checking missing informationCreating quotes and illustrations and regular use of provider online portalsClient Portfolio AnalysisManaging and submitting applications Knowledge of the below systems and providers is preferred but not essential. Those in bold is a big help. - Xplan, Select A Pension, FE Analytics, previous work or knowledge of Quilter Financial Planning process, Outlook, Word, Old Mutual Wealth Online, Standard Life, Aviva, Royal London, AXA, Fidelity, Aegon & LV Benefits of the role:Salary negotiable depending on experience (37 hours per week) - this is flexible for the right candidate25 paid holidays per year plus bank holidays 5% employer pension contribution Yearly discretionary bonusFlexibility of working hours Central Cardiff on site free parking If you would like to be considered for this role, please submit an up to date copy of your CV for considerationRandstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

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